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Foundations Investment Advisors’s AstraZeneca AZN Stock Holding History

Foundations Investment Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Buy
2,035
+593
+41% +$112K ﹤0.01% 860
2026
Q1 		$284K Buy
+1,442
New +$278K ﹤0.01% 930
2024
Q1 		– Sell
-1,771
Closed -$237K – 705
2023
Q4 		$237K Buy
1,771
+75
+4% +$9.75K 0.01% 606
2023
Q3 		$230K Buy
+1,696
New +$232K 0.01% 575

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's AZN Position: Q2 2026 in Review

Foundations Investment Advisors increased its AstraZeneca (AZN) stake by 41% in Q2 2026, buying an estimated $112K and bringing the position to 2,035 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Foundations Investment Advisors first reported a position in AZN in Q3 2023 and has held it in 4 quarters since. 1,498 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Foundations Investment Advisors held 2,035 shares of AstraZeneca worth $386K as of Q2 2026.
  • Foundations Investment Advisors bought 593 AstraZeneca shares in Q2 2026, an estimated $112K.
  • AstraZeneca made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #860 holding.
  • Foundations Investment Advisors first reported a position in AstraZeneca in Q3 2023 and has held it in 4 quarters since.
  • 1,498 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.